Lakeshore Financial Planning, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 2000571
St. Clair Shores, MI
Position in SOFI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,406,196
-$59,162 QoQ
Shares Held
78,427
-15.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#308
of 912 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Lakeshore Financial Planning, Inc. holds $1,684,098 across 2 Credit Services names. SOFI ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
78,427 | $1,406,196 | |
| 2 | V |
Visa Inc.
|
810 | $277,902 |
All Filings in SOFI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,406,196 | 78,427 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,465,358 | 92,277 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,085,553 | 41,465 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $860,367 | 32,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $664,938 | 36,515 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $624,705 | 53,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,073,611 | 69,715 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $729,510 | 92,813 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $580,443 | 87,813 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $608,133 | 83,306 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||